What departments does Ledge Wealth Management have?

Ledge Wealth Management has employees across 2 departments including Finance, Operations.

What is the largest department at Ledge Wealth Management?

The largest department at Ledge Wealth Management is Finance with 1 employees.

Where are Ledge Wealth Management employees located globally?

Ledge Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Ledge Wealth Management's team size changed over time?

Ledge Wealth Management's team has remained stable from approximately 2 to 2 employees based on available data.

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Ledge Wealth Management Employee Directory

Investment ManagementMinnesota, United States2-10 Employees

Ledge Wealth Management is an investment management and financial planning firm based in Sartell, Minnesota, founded to provide a more personalized approach to managing clients' financial affairs. The firm operates as a registered investment adviser, offering tailored investment management and planning services to individuals. It is a small practice serving clients in the Sartell region.

In January 2024, Ledge Wealth Management was acquired by Dakota Wealth Management, an independent investment management firm. Dakota Wealth Management serves high net worth individuals and families, reflecting the buyer's client focus within the independent advisory sector.

Ledge Wealth Management Global Highlights

North America
4

United States Of America
4

Ledge Wealth Management's Leadership

S. R.
Financial Advisor
Mobile Phone
Email
C. B.
Marketing Specialist | Operations
Mobile Phone
Email

Ledge Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Ledge Wealth Management

Name

Title

Contact Info

Location

Last Update

S. R.
Financial Advisor
Mobile Phone
Email
United StatesMinnesota
Apr 17, 2026
C. B.
Marketing Specialist | Operations
Mobile Phone
Email
United StatesFlorida
Mar 19, 2026

Frequently Asked Questions

What is Ledge Wealth Management known for?

Ledge Wealth Management was founded in 2010 operates in the Investment Management industry. Explore Ledge Wealth Management's company overview page for more information.

What is Ledge Wealth Management's most common email format?

Ledge Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ledge Wealth Management email formats with LeadIQ.

How many employees does Ledge Wealth Management have currently?

Ledge Wealth Management has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Ledge Wealth Management's key employees and leadership?

As of July 2026, Ledge Wealth Management's key employees include:

Financial Advisor: S. R.
Marketing Specialist | Operations: C. B.

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Ledge Wealth Management Employee Directory

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